Winning work in a competitive market requires professional proposals that give the client confidence in your ability to deliver. A handwritten quote on the back of a compliment slip does not convey the same professionalism as a branded, structured proposal document. The AI Report Writer generates proposals that look professional and contain all the information a client needs to make an informed decision.
You describe the proposed work, and the AI generates a complete proposal including: an introduction and description of the current situation (drawing on EICR data if available), the scope of proposed work broken down by area or phase, the methodology (how the work will be carried out, the sequence, the expected disruption), an estimated timeline with milestones, the price (which can be pulled from the AI Cost Engineer or entered manually), payment terms, warranty information, relevant qualifications and accreditations, and your standard terms and conditions.
The proposal can be customised for different client types. For domestic clients, the language is kept straightforward and jargon-free. For commercial clients and facilities managers, the proposal includes more technical detail, compliance references, and professional terminology. For landlord clients, the proposal references their legal obligations and the benefits of proactive maintenance.
The AI also generates follow-up email templates for quotes that have been sent but not yet accepted, helping you maintain professional client communication without spending time composing emails.